I'd like to see what a tarana deployment looks like financially from someone who has deployed it. The reason I say this is that none of the back of the envelope calculations I've done make any sort of financial sense in our area based on expected take rates in a typical sector. There are a few narrow deployment situations I could see where this makes sense but I struggle to see where doing a systemwide switch to tarana over a reasonable period would result in anything other than reduced profitability.
I'm not saying the tech is bad, I just haven't figured out how it makes fiscal sense to deploy. On Thu, Dec 19, 2024, 12:19 PM Steven Kenney via AF <af@af.afmug.com> wrote: > Unless they got some serious new technology that can compete with Tarana > coming soon I can't see their stock recovering. > > On Tue, Dec 17, 2024 at 10:58 PM Ken Hohhof <khoh...@kwom.com> wrote: > >> When you say delisted from the Dow, you mean from the NASDAQ? >> >> >> >> Looking at a 5 year graph, I guess my question is who bid the price up so >> high back around April 2021? And why? >> >> >> >> *From:* AF <af-boun...@af.afmug.com> *On Behalf Of *Jason McKemie >> *Sent:* Tuesday, December 17, 2024 9:42 PM >> *To:* AnimalFarm Microwave Users Group <af@af.afmug.com> >> *Subject:* Re: [AFMUG] How low will it Go? And when to think about >> buying Cambium stock again. >> >> >> >> I think if you can just have Elon endorse it on X it will bump the value >> by 10-20%. Stocks seem to be a less volatile version of crypto currency. >> >> >> >> On Tue, Dec 17, 2024, 6:53 PM Ken Hohhof <khoh...@kwom.com> wrote: >> >> Insiders especially regular employees are often as baffled as the rest of >> us when it comes to how the stock market values their company. >> >> >> >> Maybe they can become a “meme stock”? >> >> >> >> Or you could start a rumor that Softbank is going to invest a billion >> dollars in them, something about AI radios. >> >> >> >> *From:* AF <af-boun...@af.afmug.com> *On Behalf Of *Tyson Burris >> *Sent:* Tuesday, December 17, 2024 5:42 PM >> *To:* af@af.afmug.com >> *Cc:* af@af.afmug.com >> *Subject:* Re: [AFMUG] How low will it Go? And when to think about >> buying Cambium stock again. >> >> >> >> On the enterprise side it’s Ruckus and Meraki, I believe, that is the >> bigger competition. After Covid those companies ramped back up which caused >> excessive inventory in the channels for Cambium. >> >> >> >> >> >> >> >> *Tyson Burris, President Internet Communications Inc. 739 Commerce Dr. >> <https://www.google.com/maps/search/739+Commerce+Dr.%C2%A0+Franklin,+IN+46131?entry=gmail&source=g>Franklin, >> IN 46131 >> <https://www.google.com/maps/search/739+Commerce+Dr.%C2%A0+Franklin,+IN+46131?entry=gmail&source=g> >> * >> >> *317-738-0320 <317-738-0320> Daytime #* >> *317-412-1540 <317-412-1540> Cell/Direct #* >> *Online: **www.surfici.net* <http://www.surfici.net> >> >> >> >> VIA WIRELESS >> >> >> >> On Dec 17, 2024, at 18:38, ch...@go-mtc.com wrote: >> >> >> >> Come on Cambium people, kick down with some insider info. We won’t tell >> anyone... >> >> >> >> >> >> >> >> *From:* Adam Moffett >> >> *Sent:* Tuesday, December 17, 2024 4:19 PM >> >> *To:* AnimalFarm Microwave Users Group >> >> *Subject:* Re: [AFMUG] How low will it Go? And when to think about >> buying Cambium stock again. >> >> >> >> Someone on Facebook had a long explanation regarding excess inventory >> built up during Covid shortages combined with competitive pressures from >> Tarana and Ubiquiti. I am paraphrasing the words of some jabroni on the >> Internet, so I have no idea what level of truthiness these words contain. >> >> >> >> -Adam >> >> >> >> >> ------------------------------ >> >> *From:* AF <af-boun...@af.afmug.com> on behalf of Sam Lambie < >> samtaos...@gmail.com> >> *Sent:* Tuesday, December 17, 2024 4:35 PM >> *To:* AnimalFarm Microwave Users Group <af@af.afmug.com> >> *Subject:* [AFMUG] How low will it Go? And when to think about buying >> Cambium stock again. >> >> >> >> There is talk about the stock being delisted from the DOW due to it's >> descent into oblivion. What's the word on the streets? >> >> >> -- >> >> -- >> *Sam Lambie* >> Taosnet Wireless Tech. >> 575-758-7598 Office >> www.Taosnet.com <http://www.newmex.com> >> ------------------------------ >> >> -- >> AF mailing list >> AF@af.afmug.com >> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >> >> -- >> AF mailing list >> AF@af.afmug.com >> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >> >> -- >> AF mailing list >> AF@af.afmug.com >> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >> >> -- >> AF mailing list >> AF@af.afmug.com >> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >> > > > NOTICE OF CONFIDENTIALITY This communication, including any attachments, > is intended only for the use of the addressee(s) to this email and is > confidential. If you are not an intended recipient or acting on behalf of > an intended recipient, any review, disclosure, conversion to hard copy, > dissemination, reproduction or other use of any part of this communication > is strictly prohibited. If you receive this communication in error or > without authorization, please notify the originator immediately and remove > it from your system. > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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